A downtrend has been apparent in LifeStance Health Group (LFST - Free Report) lately. While the stock has lost 5.3% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.
The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this outpatient mental health services provider enhances its prospects of a trend reversal.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Makes the Trend Reversal More Likely for LFSTAn upward trend in earnings estimate revisions that LFST has been witnessing lately can certainly be considered a bullish indicator on the fundamental side. That's because empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
Over the last 30 days, the consensus EPS estimate for the current year has increased 42.3%. What it means is that the sell-side analysts covering LFST are majorly in agreement that the company will report better earnings than they predicted earlier.
If this is not enough, you should note that LFST currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, a Zacks Rank of 1 for LifeStance Health is a more conclusive indication of a potential trend reversal, as the Zacks Rank has proven to be an excellent timing indicator that helps investors identify precisely when a company's prospects are beginning to improve.
Shares of LifeStance Health Group (LFST - Free Report) have gained 3.2% over the past four weeks to close the last trading session at $7.81, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.72 indicates a potential upside of 37.3%.
The average comprises nine short-term price targets ranging from a low of $9.00 to a high of $13.00, with a standard deviation of $1.3. While the lowest estimate indicates an increase of 15.2% from the current price level, the most optimistic estimate points to a 66.5% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
However, an impressive consensus price target is not the only factor that indicates a potential upside in LFST. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why LFST Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Consensus Estimate for the current year has increased 42.3% over the past month, as three estimates have gone higher compared to no negative revision.
Moreover, LFST currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much LFST could gain, the direction of price movement it implies does appear to be a good guide.
Seneca Foods (NASDAQ: SENEA - Get Free Report) and TreeHouse Foods (NYSE: THS - Get Free Report) are both small-cap consumer staples companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, risk, institutional ownership, valuation, analyst recommendations and dividends. Analyst Ratings This is a breakdown
Beam Therapeutics Inc. (NASDAQ:BEAM – Get Free Report) insider Christine Bellon sold 5,956 shares of Beam Therapeutics stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $24.58, for a total value of $146,398.48. Following the sale, the insider owned 109,711 shares in the company, valued at $2,696,696.38. The trade was a 5.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Christine Bellon also recently made the following trade(s):
On Thursday, January 22nd, Christine Bellon sold 1,371 shares of Beam Therapeutics stock. The stock was sold at an average price of $34.00, for a total value of $46,614.00. On Thursday, January 15th, Christine Bellon sold 18,629 shares of Beam Therapeutics stock. The stock was sold at an average price of $34.61, for a total value of $644,749.69. Beam Therapeutics Price Performance NASDAQ BEAM opened at $24.23 on Tuesday. The stock has a market capitalization of $2.47 billion, a price-to-earnings ratio of -23.99 and a beta of 2.18. Beam Therapeutics Inc. has a one year low of $13.52 and a one year high of $36.44. The business’s fifty day moving average is $26.51 and its 200-day moving average is $26.43.
Beam Therapeutics (NASDAQ:BEAM – Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $2.33 EPS for the quarter, topping analysts’ consensus estimates of ($1.13) by $3.46. The company had revenue of $114.11 million for the quarter, compared to analysts’ expectations of $13.22 million. Beam Therapeutics had a negative net margin of 57.24% and a negative return on equity of 30.65%. Beam Therapeutics’s revenue was up 280.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($1.09) EPS. Research analysts expect that Beam Therapeutics Inc. will post -4.57 EPS for the current fiscal year.
Institutional Investors Weigh In On Beam Therapeutics A number of hedge funds and other institutional investors have recently bought and sold shares of BEAM. Jones Financial Companies Lllp raised its holdings in Beam Therapeutics by 55,780.0% during the 1st quarter. Jones Financial Companies Lllp now owns 33,528 shares of the company’s stock valued at $655,000 after acquiring an additional 33,468 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Beam Therapeutics by 10.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 438,529 shares of the company’s stock valued at $8,564,000 after acquiring an additional 42,609 shares during the period. Legal & General Group Plc raised its holdings in Beam Therapeutics by 8.5% during the 2nd quarter. Legal & General Group Plc now owns 102,646 shares of the company’s stock valued at $1,746,000 after acquiring an additional 8,023 shares during the period. Rhumbline Advisers raised its holdings in Beam Therapeutics by 7.2% during the 2nd quarter. Rhumbline Advisers now owns 151,372 shares of the company’s stock valued at $2,575,000 after acquiring an additional 10,168 shares during the period. Finally, Prudential Financial Inc. bought a new stake in shares of Beam Therapeutics during the second quarter valued at about $201,000. Institutional investors own 99.68% of the company’s stock.
Wall Street Analyst Weigh In A number of equities research analysts recently commented on the stock. UBS Group assumed coverage on shares of Beam Therapeutics in a report on Wednesday, January 7th. They issued a “neutral” rating and a $28.00 price target on the stock. Citigroup boosted their price objective on Beam Therapeutics from $64.00 to $68.00 and gave the company a “buy” rating in a research note on Thursday, March 26th. Sanford C. Bernstein boosted their price objective on Beam Therapeutics from $37.00 to $41.00 and gave the company an “outperform” rating in a research note on Tuesday, January 20th. Canaccord Genuity Group started coverage on Beam Therapeutics in a research note on Friday, February 20th. They issued a “buy” rating and a $74.00 price objective on the stock. Finally, Wedbush boosted their price objective on Beam Therapeutics from $57.00 to $65.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $49.36.
View Our Latest Research Report on Beam Therapeutics
Beam Therapeutics Company Profile (Get Free Report)
Beam Therapeutics, Inc (NASDAQ: BEAM) is a biotechnology company dedicated to developing precision genetic medicines through its pioneering base editing platform. Headquartered in Cambridge, Massachusetts, with additional research facilities in Philadelphia, the company focuses on engineering molecular editors capable of making precise single-nucleotide changes in DNA. By harnessing its proprietary base editing technology, Beam aims to correct or disrupt disease-causing genetic variants at their source, offering the potential for novel therapies in areas with significant unmet medical need.
Founded in 2017 as a spin-out from Harvard University and the Broad and Whitehead Institutes, Beam was co-founded by leading academic researcher David R.
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Beam Therapeutics Inc. (NASDAQ:BEAM – Get Free Report) insider Amy Simon sold 6,700 shares of the business’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $24.58, for a total transaction of $164,686.00. Following the transaction, the insider directly owned 102,735 shares of the company’s stock, valued at $2,525,226.30. The trade was a 6.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Beam Therapeutics Stock Down 1.7% Beam Therapeutics stock opened at $24.23 on Tuesday. The firm has a 50-day moving average price of $26.51 and a two-hundred day moving average price of $26.43. The firm has a market capitalization of $2.47 billion, a price-to-earnings ratio of -23.99 and a beta of 2.18. Beam Therapeutics Inc. has a 52-week low of $13.52 and a 52-week high of $36.44.
Beam Therapeutics (NASDAQ:BEAM – Get Free Report) last posted its earnings results on Tuesday, February 24th. The company reported $2.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.13) by $3.46. The firm had revenue of $114.11 million during the quarter, compared to analyst estimates of $13.22 million. Beam Therapeutics had a negative net margin of 57.24% and a negative return on equity of 30.65%. Beam Therapeutics’s revenue was up 280.3% on a year-over-year basis. During the same period in the previous year, the business posted ($1.09) EPS. Research analysts expect that Beam Therapeutics Inc. will post -4.57 earnings per share for the current year.
Institutional Trading of Beam Therapeutics Several institutional investors have recently modified their holdings of the company. Purpose Unlimited Inc. acquired a new stake in shares of Beam Therapeutics in the fourth quarter valued at $80,000. Invesco Ltd. lifted its holdings in shares of Beam Therapeutics by 20.5% in the fourth quarter. Invesco Ltd. now owns 213,185 shares of the company’s stock valued at $5,909,000 after buying an additional 36,321 shares during the period. Axxcess Wealth Management LLC acquired a new stake in shares of Beam Therapeutics in the fourth quarter valued at $212,000. XTX Topco Ltd acquired a new stake in Beam Therapeutics during the fourth quarter valued at approximately $426,000. Finally, Virtus Investment Advisers LLC lifted its stake in Beam Therapeutics by 49.0% during the fourth quarter. Virtus Investment Advisers LLC now owns 9,724 shares of the company’s stock valued at $270,000 after purchasing an additional 3,200 shares during the last quarter. Institutional investors and hedge funds own 99.68% of the company’s stock.
Analysts Set New Price Targets BEAM has been the subject of a number of analyst reports. Sanford C. Bernstein boosted their price target on Beam Therapeutics from $37.00 to $41.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. Citigroup boosted their price target on Beam Therapeutics from $64.00 to $68.00 and gave the stock a “buy” rating in a research report on Thursday, March 26th. Wedbush boosted their price target on Beam Therapeutics from $57.00 to $65.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 25th. UBS Group began coverage on shares of Beam Therapeutics in a report on Wednesday, January 7th. They issued a “neutral” rating and a $28.00 price objective for the company. Finally, Wall Street Zen upgraded shares of Beam Therapeutics from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $49.36.
Read Our Latest Stock Report on BEAM
Beam Therapeutics Company Profile (Get Free Report)
Beam Therapeutics, Inc (NASDAQ: BEAM) is a biotechnology company dedicated to developing precision genetic medicines through its pioneering base editing platform. Headquartered in Cambridge, Massachusetts, with additional research facilities in Philadelphia, the company focuses on engineering molecular editors capable of making precise single-nucleotide changes in DNA. By harnessing its proprietary base editing technology, Beam aims to correct or disrupt disease-causing genetic variants at their source, offering the potential for novel therapies in areas with significant unmet medical need.
Founded in 2017 as a spin-out from Harvard University and the Broad and Whitehead Institutes, Beam was co-founded by leading academic researcher David R.
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John M. Evans, CEO of Beam Therapeutics (BEAM +2.79%), executed an open-market sale of 30,078 shares on April 1, 2026, valued at approximately $739,000 according to the SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)30,078Transaction value~$739,000Post-transaction shares (direct)1,047,205Post-transaction value (direct ownership)$25.36 millionTransaction value based on SEC Form 4 reported price ($24.58); post-transaction value based on April 1, 2026 market close ($24.22).
Key questionsHow does the size of this sale compare to Evans' recent selling activity?
The 30,078 shares sold is below the reported mean for Evans' sell-only transactions (~45,200 shares) and marks the smallest open-market sale in the last four disclosed sales, aligning with a declining direct share base.What is the impact of this sale on insider ownership and alignment?
After the transaction, Evans retains 1,047,205 direct shares and 103,000 indirect shares, with direct insider ownership now representing 1.03% of outstanding shares, sustaining a material equity interest.What was the price context for this transaction, and did it reflect a premium or discount to recent trading?
The shares were sold at around $24.58 per share, which was slightly above the April 1, 2026 closing price of $24.22 but below the closing price of $27.43 as of April 10, 2026.Does this transaction suggest a change in selling cadence or strategy?
The sale was executed under a pre-established Rule 10b5-1 trading plan, and the decrease in sale size is consistent with reduced direct share capacity from prior transactions rather than a shift in portfolio strategy.Company overviewMetricValuePrice (as of market close April 1, 2026)$24.22Market capitalization$2.79 billionRevenue (TTM)$139.74 million1-year price change60.84%* 1-year performance calculated using April 1, 2026 as the reference date.
Company snapshotBeam Therapeutics develops precision genetic medicines, including base editing therapies for sickle cell disease, beta thalassemia, T-cell acute lymphoblastic leukemia, and metabolic and rare genetic disorders.It has established multiple research collaborations and licensing agreements with pharmaceutical and biotechnology partners.The company targets patients with serious genetic diseases, with a focus on rare disease populations and partnerships with leading healthcare organizations.Beam Therapeutics is a clinical-stage biotechnology company specializing in the development of precision genetic medicines using base editing technology. The company's strategy centers on advancing a diversified pipeline of therapeutic candidates for hematologic, liver, and rare genetic disorders, leveraging collaborations with major industry players.
With a focus on innovation and strategic partnerships, Beam aims to address high unmet medical needs in the genetic medicine landscape.
What this transaction means for investorsBeam Therapeutics CEO John Evans’ April 1 sale of 30,078 company shares is not a warning sign for investors. The stock was sold to cover tax withholding obligations in connection with the vesting of restricted stock units.
The transaction comes at a time when Beam Therapeutics stock surged due to positive clinical data related to its ristoglogene autogetemcel (risto-cel, formerly known as BEAM-101) treatment for sickle cell disease. The company exited 2025 with revenue of $139.7 million, up from 2024’s $63.5 million.
However, its 2025 research and development costs increased year over year to $409.6 million, resulting in a loss from operations of $383.7 million. Even so, this is a reduction compared to 2024’s operating loss of $415.6 million, which is an encouraging sign.
Moreover, the company ended 2025 with $1.2 billion in cash and marketable securities. This provides a robust sum to maintain operations as it progresses development of its treatments.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Beam Therapeutics. The Motley Fool has a disclosure policy.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Invasive species represent a $5.4 trillion global problem, with U.S. economic impact alone exceeding $500 billion annually. That’s according to Ben Lamm, CEO of Colossal Biosciences.
On episode 245 of the Moonshots with Peter Diamandis podcast, Lamm made the case that gene drive technology is the only scalable, humane answer.
“In New Zealand, in Australia, in parts of Africa, people are killing animals because they’re invasive species. They’re killing cats, they’re killing possums… that’s an animal welfare nightmare.”
Colossal’s proposed solution: genetically modified invasive animals that produce only male offspring, allowing populations to “live out their normal lives” before naturally dying out. No poison, no mass culling. Lamm also emphasized that Colossal’s proprietary gene drive technologies are “safer than what has ever been dispersed in the wild” and, critically, reversible: “we have the ability to roll it back.”
Texas has declared the screwworm a national emergency, with the pest currently spreading from Honduras through Mexico and threatening to “decimate our cattle and bison industry.” Diamandis noted the scale of the commercial opportunity: “dozens of species to be attacked and cost dozens of billions.”
Lamm’s broader point: 99% of synthetic biology and genome engineering talent focuses only on human healthcare, but the same technologies “apply to other use cases I think are even larger economically, but also have a bigger opportunity to help us.” He compared current invasive species control methods to “archaic ways of treating cancer versus what we know is here and what is coming.”
The Publicly Investable Gene-Editing Universe Colossal is private, so the question becomes where this thesis shows up in public markets. The three companies building the foundational CRISPR toolkit are CRISPR Therapeutics (NASDAQ:CRSP | CRSP Price Prediction), Beam Therapeutics (NASDAQ:BEAM), and Intellia Therapeutics (NASDAQ:NTLA).
CRISPR Therapeutics carries a $4.9 billion market cap with 17 analyst buy ratings and a consensus target of $83.35 against a current price of $51.22. Beam sits at $27.43 with 15 buy ratings and a $51.20 analyst target. Intellia, the smallest of the three at a $1.59 billion market cap, has surged 50% year-to-date to $13.49, with Phase 3 data on its lead HAE program expected mid-2026.
Their value here is as platform plays: the delivery systems, base editing precision, and in vivo editing capabilities they are refining for rare diseases are the same building blocks gene drive applications would require. If Lamm’s thesis proves out and gene drives move toward regulatory acceptance, these platforms become the infrastructure layer underneath it.
If gene drives become the standard, the companies that own the most precise, reversible genome editing platforms stand to benefit well beyond their current therapeutic pipelines. That’s the thread I’ll be watching.
Biotechnology stocks have seen a spike in merger and acquisition (M&A) activity. In March 2026 alone, there were 10 deals valued at approximately $31.5 billion.
A key reason for this activity is the upcoming patent cliff. This is the period when a drug loses its exclusive status and can face biosimilar competition. Analysts are forecasting that the industry faces a $300 billion patent cliff by 2030.
Two of the large-cap biopharma companies with best-selling drugs speeding toward the cliff are Merck & Co. NYSE: MRK with its blockbuster Keytruda drug and Bristol Myers Squibb NYSE: BMY with Eliquis. These are quality names that offer investors the safety of strong balance sheets and dividends.
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There's an opportunity here for investors with an appetite for risk. That comes from the companies that could be future acquisition targets. These are companies that specialize in drugs that could change the biotech paradigm from chronic management to one-time cures.
Acquirable Assets: Which Biotechs Deserve a Higher FloorIt's not uncommon for every stock in a sector to move in tandem, but biotechnology right now requires a qualifier: the companies with the most potential are those with acquirable assets. Investors should look for three things:
The underlying science is differentiated enough that a large-cap company can’t quickly replicate it.
The company owns its intellectual property.
The drug/therapeutic has an indication that is large enough to move revenue and earnings for the acquiring company.
Many small-cap biotech names don’t meet every bar, which is only one reason this is such a tricky sector for investors. However, there are three names that investors should be watching. Each presents investors with an opportunity at a different point on the risk/maturity curve.
This isn’t predicting that these companies will be acquired. But because they check all three boxes above, as well as offer the promise of a potential one-time cure for chronic or untreatable diseases.
First-Mover Advantage in Gene EditingGene editing is a paradigm-shifting opportunity, and CRISPR Therapeutics NASDAQ: CRSP is an established pure play in the space. Unlike other names in this space, CRISPR already has a product in the market. In fact, CASGEVY delivered over $100 million in revenue in 2025. The company has also announced that patient initiations have nearly tripled year-over-year.
CRISPR Therapeutics Today
CRSP
CRISPR Therapeutics
$51.18 +0.94 (+1.88%)
As of 10:36 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$40.00▼
$78.48Price Target$67.78
CASGEVY addresses sickle cell disease (SCD) and beta-thalassemia. Large, but relatively niche, markets. A key growth vector may come from its work in the cardiovascular space. The company’s CTX310 drug candidate is a potential one-and-done option for patients who need to quickly lower their triglyceride and LDL levels.
This is where the opportunity resides. CTX310 just delivered positive Phase 1 data. That means there’s still a runway to commercial approval, but the early results are positive.
Analysts are generally bullish on CRSP, but of the 19 analysts tracked by MarketBeat, the stock has two Sell ratings. Short interest is also around 24% as of this writing. That means investors may want to scale into a position gradually and use dips as times to be more aggressive.
High-Risk, High-Reward In Vivo EditingIf CRISPR Therapeutics represents the most commercially mature name in this space, Intellia Therapeutics NASDAQ: NTLA represents its highest stakes bet. Intellia is the pioneer of in vivo CRISPR editing. This means its therapies make edits directly inside the body rather than in a lab setting first. That distinction matters because it dramatically expands the range of diseases that gene editing can reach.
Intellia Therapeutics Today
NTLA
Intellia Therapeutics
$12.72 +0.37 (+2.98%)
As of 10:36 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$7.95▼
$28.25Price Target$20.25
Intellia's two late-stage candidates are nexiguran ziclumeran (nex-z), developed in partnership with Regeneron for transthyretin amyloidosis (ATTR), and lonvoguran ziclumeran (lonvo-z), a wholly owned program targeting hereditary angioedema (HAE). Both are rare, underserved diseases where a one-time functional cure would represent a genuine paradigm shift from current chronic management.
The key 2026 catalysts are a Phase 3 data readout for lonvo-z in HAE, expected April 27, 2026, and progress in restarting and advancing its ATTR cardiomyopathy program after the FDA lifted the clinical hold. Either could move the stock materially in either direction. NTLA is not for the faint of heart, but for investors who believe in the in vivo thesis, this is the purest expression of it.
Precision Gene Editing’s Next FrontierWhere Intellia bets on CRISPR-Cas9, Beam Therapeutics NASDAQ: BEAM is pioneering something more precise. Its base editing technology works like a molecular pencil—rewriting a single genetic letter rather than making a double-strand cut in DNA. The technology has the potential to answer one of the persistent safety concerns that has kept some investors away from investing in gene editing stocks.
Beam Therapeutics Today
BEAM
Beam Therapeutics
$30.29 +0.88 (+3.00%)
As of 10:36 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$15.60▼
$36.44Price Target$46.83
Beam's most advanced wholly owned program, BEAM-302, targets alpha-1 antitrypsin deficiency (AATD), a genetic disorder affecting the lungs and liver that currently has no curative treatment.
In March 2026, the company reported positive updated Phase 1/2 data and announced plans to advance into pivotal testing in the second half of the year. Its sickle cell program, risto-cel, could see a U.S. approval filing as early as late 2026.
Beam carries more early-stage risk than CRSP and faces nearer-term funding questions given its cash runway. But its differentiated platform and proximity to pivotal data make it a name worth monitoring for investors willing to take on that risk profile in exchange for the upside that a successful readout or acquisition offer could deliver.
Should You Invest $1,000 in CRISPR Therapeutics Right Now?Before you consider CRISPR Therapeutics, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and CRISPR Therapeutics wasn't on the list.
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As per recent news, Ondas completed its merger with U.S. defense prime contractor Mistral on April 24 in a $175 million deal, adding programs exceeding $1 billion and expanding direct prime participation across U.S. Department of War programs.
Cramer said he likes Halliburton Co (NYSE:HAL) very much as it has been a “good stock even in a bad oil market, so it's been a great stock in a good oil market.”
Lending support to his choice, Halliburton, on April 21, reported better-than-expected first-quarter financial results.
Nokia Oyj (NYSE:NOK) is a “winner,” Cramer said.
Cramer said he is a growth buyer, and Snap (NYSE:SNAP) does not have growth.
The Mad Money host said he likes Cameco Corporation (NYSE:CCJ) because it's a real uranium company.
When asked about Harley-Davidson Inc (NYSE:HOG), he said, “The technology is absolutely terrific, but the actual earnings, they're just blah. I can't go for it.”
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Concurrent Investment Advisors LLC acquired a new stake in Beam Therapeutics Inc. (NASDAQ:BEAM – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 76,825 shares of the company’s stock, valued at approximately $2,130,000. Concurrent Investment Advisors LLC owned approximately 0.08% of Beam Therapeutics at the end of the most recent reporting period.
Several other hedge funds have also recently bought and sold shares of the company. CWM LLC increased its stake in Beam Therapeutics by 15.4% in the 4th quarter. CWM LLC now owns 2,466 shares of the company’s stock valued at $68,000 after purchasing an additional 329 shares in the last quarter. Wealth Effects LLC increased its stake in Beam Therapeutics by 4.3% in the 4th quarter. Wealth Effects LLC now owns 9,600 shares of the company’s stock valued at $266,000 after purchasing an additional 400 shares in the last quarter. Arizona State Retirement System increased its stake in Beam Therapeutics by 2.2% in the 3rd quarter. Arizona State Retirement System now owns 26,771 shares of the company’s stock valued at $650,000 after purchasing an additional 580 shares in the last quarter. Van ECK Associates Corp increased its stake in Beam Therapeutics by 48.7% in the 3rd quarter. Van ECK Associates Corp now owns 2,158 shares of the company’s stock valued at $52,000 after purchasing an additional 707 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. increased its stake in Beam Therapeutics by 26.1% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 4,931 shares of the company’s stock valued at $137,000 after purchasing an additional 1,020 shares in the last quarter. 99.68% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Beam Therapeutics In other news, insider Christine Bellon sold 5,956 shares of Beam Therapeutics stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $24.58, for a total transaction of $146,398.48. Following the sale, the insider directly owned 109,711 shares of the company’s stock, valued at approximately $2,696,696.38. The trade was a 5.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO John M. Evans sold 30,078 shares of Beam Therapeutics stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $24.58, for a total value of $739,317.24. Following the sale, the chief executive officer directly owned 1,047,205 shares in the company, valued at approximately $25,740,298.90. The trade was a 2.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 79,544 shares of company stock worth $1,899,942 over the last ninety days. 3.50% of the stock is owned by insiders.
Wall Street Analyst Weigh In BEAM has been the subject of several research analyst reports. UBS Group started coverage on Beam Therapeutics in a research note on Wednesday, January 7th. They issued a “neutral” rating and a $28.00 price objective for the company. Wedbush increased their target price on Beam Therapeutics from $57.00 to $65.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. Sanford C. Bernstein increased their target price on Beam Therapeutics from $37.00 to $41.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. Canaccord Genuity Group started coverage on Beam Therapeutics in a report on Friday, February 20th. They set a “buy” rating and a $74.00 target price on the stock. Finally, Tudor Pickering set a $41.00 target price on Beam Therapeutics in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $49.36.
Get Our Latest Research Report on Beam Therapeutics
Beam Therapeutics Trading Up 4.8% Shares of Beam Therapeutics stock opened at $30.56 on Wednesday. Beam Therapeutics Inc. has a twelve month low of $15.35 and a twelve month high of $36.44. The stock has a market capitalization of $3.14 billion, a P/E ratio of -30.26 and a beta of 2.18. The business’s fifty day moving average price is $27.03 and its 200 day moving average price is $26.91.
Beam Therapeutics (NASDAQ:BEAM – Get Free Report) last issued its earnings results on Tuesday, February 24th. The company reported $2.33 earnings per share for the quarter, beating analysts’ consensus estimates of ($1.13) by $3.46. Beam Therapeutics had a negative return on equity of 30.65% and a negative net margin of 57.24%.The firm had revenue of $114.11 million for the quarter, compared to analysts’ expectations of $13.22 million. During the same quarter last year, the firm earned ($1.09) earnings per share. The firm’s revenue for the quarter was up 280.3% compared to the same quarter last year. As a group, sell-side analysts predict that Beam Therapeutics Inc. will post -3.9 EPS for the current year.
About Beam Therapeutics (Free Report)
Beam Therapeutics, Inc (NASDAQ: BEAM) is a biotechnology company dedicated to developing precision genetic medicines through its pioneering base editing platform. Headquartered in Cambridge, Massachusetts, with additional research facilities in Philadelphia, the company focuses on engineering molecular editors capable of making precise single-nucleotide changes in DNA. By harnessing its proprietary base editing technology, Beam aims to correct or disrupt disease-causing genetic variants at their source, offering the potential for novel therapies in areas with significant unmet medical need.
Founded in 2017 as a spin-out from Harvard University and the Broad and Whitehead Institutes, Beam was co-founded by leading academic researcher David R.
Further Reading Five stocks we like better than Beam Therapeutics Want to see what other hedge funds are holding BEAM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Beam Therapeutics Inc. (NASDAQ:BEAM – Free Report).
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Recent BEAM-302 Topline Data in Alpha-1 Antitrypsin Deficiency (AATD) Demonstrate Strong Single-dose Safety and Efficacy Profile, with 60 mg Selected as Optimal Biological Dose; Global Pivotal Cohort Expected to Initiate in Second Half of 2026 Data from Phase 1/2 BEACON Clinical Trial of Risto-cel in Sickle Cell Disease Published in April 1 Issue of the New England Journal of Medicine; U.S. Biologics License Application (BLA) Submission Expected as Early as Year-End 2026 Investigational New Drug (IND) Application for BEAM-304 in PKU and Data from BEAM-301 in GSDIa Anticipated in 2026 Ended First Quarter 2026 with $1.2 Billion in Cash, Cash Equivalents and Marketable Securities; Cash Runway Expected to Support Operating Plans into mid-2029 CAMBRIDGE, Mass., May 07, 2026 (GLOBE NEWSWIRE) -- Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines through base editing, today reported first quarter 2026 financial results and provided updates across the company's hematology and genetic disease franchises.
Beam Therapeutics Inc. (BEAM - Free Report) came out with a quarterly loss of $0.91 per share versus the Zacks Consensus Estimate of a loss of $0.87. This compares to a loss of $1.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -4.60%. A quarter ago, it was expected that this company would post a loss of $1.13 per share when it actually produced a loss of $0.1, delivering a surprise of +91.15%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Beam Therapeutics, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $31.74 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 52.44%. This compares to year-ago revenues of $7.47 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Beam Therapeutics shares have added about 16.7% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Beam Therapeutics?While Beam Therapeutics has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Beam Therapeutics was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.89 on $20.82 million in revenues for the coming quarter and -$3.90 on $83.26 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Kyntra Bio (KYNB - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 11.
This biotech drug developer is expected to post quarterly loss of $3.36 per share in its upcoming report, which represents a year-over-year change of +16%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Kyntra Bio's revenues are expected to be $1.56 million, down 43.3% from the year-ago quarter.
Key Takeaways Beam Therapeutics posted Q1 revenues of $31.7M, topping estimates as collaboration revenues increased.BEAM plans a 2026 BLA filing for risto-cel after updated SCD study data showed progress.BEAM-302 showed durable AAT increases in AATD, with pivotal cohort enrollment set for 2H'26. Beam Therapeutics (BEAM - Free Report) incurred a loss of 91 cents per share in the first quarter of 2026, wider than the Zacks Consensus Estimate of a loss of 87 cents. The company had reported a loss of $1.23 per share in the year-ago quarter.
Revenues totaled $31.7 million, beating the Zacks Consensus Estimate of $21 million. The company had recorded revenues of $7.4 million in the year-ago quarter. The top line primarily comprises license and collaboration revenues.
Year to date, shares of Beam Therapeutics have risen 13.5% against the industry’s 0.2% decline.
Image Source: Zacks Investment Research
BEAM's Q1 Results in DetailResearch and development expenses were $104.5 million in the first quarter, up 5.8% from the year-ago quarter.
General and administrative expenses surged 23.2% year over year to $34.4 million.
As of March 31, 2026, Beam Therapeutics had cash, cash equivalents and marketable securities worth $1.21 billion compared with $1.25 billion as of Dec. 31, 2025. The company expects its cash position, including the initial $100 million received and an anticipated additional $100 million from its financing agreement with Sixth Street, to support operations into mid-2029.
BEAM's Pipeline UpdatesBeam Therapeutics is developing its leading ex-vivo genome-editing candidate, risto-cel, in the phase I/II BEACON study for the treatment of patients with SCD, an inherited blood disorder.
The company presented updated data from the BEACON study in December 2025, which continued to show evidence of risto-cel’s differentiated treatment profile in SCD patients. BEAM plans to submit a biologics licensing application (BLA) for risto-cel by the end of 2026.
Beam Therapeutics is also expanding its genetic disease pipeline by developing BEAM-301 and BEAM-302 for the treatment of glycogen storage disease type 1a (GSD1a) and alpha-1 antitrypsin deficiency (AATD), respectively.
BEAM-301 is being evaluated in a phase I/IIdose-exploration study in patients with GSDIa. Initial data from the study are expected in 2026.
The company is developing BEAM-302 in an ongoing phase I/II dose-escalation study for the treatment of AATD. In March, BEAM announced positive updated data from the study showing that BEAM-302 produced durable increases in functional AAT levels, significant reductions in mutant Z-AAT and generation of corrected M-AAT with a favorable safety profile across single doses up to 75 mg.
Following the FDA feedback, Beam Therapeutics aims to pursue an accelerated approval pathway for BEAM-302 and plans to initiate a global pivotal expansion cohort in the second half of 2026. The study is expected to enroll around 50 additional patients with AATD-related lung disease to support a future BLA filing.
Dosing in the ongoing phase I healthy volunteer study, evaluating BEAM-103, an anti-CD117 monoclonal antibody for the treatment of SCD, is expected to be completed in the first half of 2026.
The company expanded its liver-targeted genetic disease franchise with BEAM-304 for the treatment of phenylketonuria and plans to file an investigational new drug application with the FDA in 2026.
BEAM’s Zacks Rank & Stocks to ConsiderBeam Therapeutics currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the biotech sector are Amarin Corporation (AMRN - Free Report) , Indivior Pharmaceuticals (INDV - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Amarin’s 2026 loss per share have narrowed from $7.01 to $6.36. Over the same period, loss per share estimates for 2027 have also narrowed from $5.50 to $4.64. AMRN shares have risen 5.9% year to date.
Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 50.02%.
Over the past 60 days, estimates for Indivior Pharmaceuticals’ 2026 earnings per share have increased from $3.03 to $3.35. Over the same period, EPS estimates for 2027 have risen to $3.69 from $3.46. INDV shares have risen 10.4% year to date.
Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 65.44%.
Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have declined from $2.14 to $1.75. Over the same period, EPS estimates for 2027 have decreased from $3.79 to $2.91. LQDA shares have gained 22.6% year to date.
Liquidia’s earnings beat estimates in two of the trailing four quarters, while missing the same on the remaining occasions, with the average surprise being 39.38%.
CAMBRIDGE, Mass., May 12, 2026 (GLOBE NEWSWIRE) -- Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines through base editing, today announced that the company will present updated biomarker data from the BEACON Phase 1/2 clinical trial of ristoglogene autogetemcel (risto-cel) in sickle cell disease (SCD) at the European Hematology Association 2026 Congress (EHA2026), taking place June 11-14, 2026, in Stockholm, Sweden. Risto-cel is an investigational autologous cell therapy with a potential best-in-class profile for the treatment of SCD.
CAMBRIDGE, Mass., May 13, 2026 (GLOBE NEWSWIRE) -- Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines through base editing, today announced that John Evans, chief executive officer of Beam, will present at the 2026 RBC Capital Markets Healthcare Conference on Wednesday, May 20, 2026, at 10:30 a.m. ET in New York.
The live webcast will be available in the investor section of the company's website at www.beamtx.com and will be archived for 60 days following the presentation.
About Beam Therapeutics
Beam Therapeutics (Nasdaq: BEAM) is a biotechnology company committed to establishing the leading, fully integrated platform for precision genetic medicines. To achieve this vision, Beam has assembled a platform with integrated gene editing, delivery and internal manufacturing capabilities. Beam’s suite of gene editing technologies is anchored by base editing, a proprietary technology that is designed to enable precise, predictable and efficient single base changes, at targeted genomic sequences, without making double-stranded breaks in the DNA. This has the potential to enable a wide range of therapeutic editing strategies that Beam is using to advance a diversified portfolio of base editing programs. Beam is a values-driven organization committed to its people, cutting-edge science, and a vision of providing life-long cures to patients suffering from serious diseases.
Beam Therapeutics is transitioning from a scientific platform to a late-stage genetic medicine company with a clear commercial bridge. BEAM's $1.2B cash position supports a runway into mid-2029, enabling pivotal programs in sickle cell disease (Risto-cel) and AATD (BEAM-302). Risto-cel targets process efficiency and efficacy in SCD, with a potential BLA submission by year-end 2026; BEAM-302 pursues accelerated approval in AATD.
The sponsorship helps expand proven strategies to consistently detect a genetic, irreversible, and progressive condition in patients with liver and/or lung disease.
, /PRNewswire/ -- AlphaDetect, the nonprofit organization powered and funded by the Alpha-1 Foundation (A1F), today announced Beam Therapeutics as an inaugural industry sponsor. The support further strengthens efforts to accelerate routine targeted detection of Alpha-1 Antitrypsin Deficiency (Alpha-1) in people impacted by liver and/or lung disease, consistent with clinical practice guidelines.
Beam Therapeutics AlphaDetect is dedicated to identifying everyone at risk for this progressive, irreversible genetic condition by elevating awareness and removing barriers to detection. The organization will provide free genetic testing for alpha-1 in their proprietary laboratory, at no cost to insurance or patients. In addition, they provide support from a committed engagement team for healthcare providers. These efforts will increase the availability of Alpha-1 detection tools and support at the practice level while also partnering with healthcare providers to strategically advance protocols and technologies across healthcare systems.
"Advancing Alpha-1 detection requires a focused effort," said Amy Simon, MD, Chief Medical Officer of Beam Therapeutics. "Working with the Alpha-1 Foundation, and now AlphaDetect as a subsidiary of A1F, there is an opportunity to accelerate detection across the Alpha-1 community aligned with clinical guidelines. These efforts will help bring much needed answers to patients and their families. As one of the inaugural sponsors of this effort, we're proud to have closely collaborated with AlphaDetect on this shared goal of increasing awareness and testing for Alpha-1."
"Alpha-1 is a progressive, genetic lung and liver condition where delays in detection may have real, irreversible consequences," said Julie Murray, CEO of AlphaDetect. "The ability to scale proven approaches to identifying at-risk patients, quickly and systematically, can inform timely decisions for those impacted. The support and commitment from Beam Therapeutics are important and appreciated as we continue to advance Alpha-1 detection."
Alpha-1 remains significantly underdiagnosed, with more than 90% of affected individuals estimated to be unidentified. It is also the leading known genetic risk factor for COPD and is associated with liver disease in both children and adults. Importantly, detection also provides a point of entry into the Alpha-1 community, opening the door to the comprehensive information, support, and resources needed for the journey ahead.
"This support builds on Beam Therapeutic's commitment to progressive clinical research to support the Alpha-1 community and represents an important step forward in how we approach detection," said Scott Santarella, CEO of the Alpha-1 Foundation. "By expanding these efforts through AlphaDetect, we can identify more individuals earlier and deliver on A1F's mission of improving their lives."
The latest clinical guidelines recommend testing for Alpha-1 in all individuals with COPD, treatment-resistant asthma, or unexplained liver disease. Yet real-world results fall far short of this. AlphaDetect is committed to closing the gap. Beam Therapeutics sponsorship and commitment will help AlphaDetect scale efforts to enhance provider education, broaden detection strategies, and work across the Alpha-1 community to identify individuals with Alpha-1.
About AlphaDetect
AlphaDetect, founded in 2025, accelerates detection to uncover everyone genetically at risk for Alpha-1. Located in Durham, NC, AlphaDetect will operate as a limited liability company and a non-profit subsidiary of Alpha-1 Foundation, holding tax-exempt status under Section 501(c)3 of the Internal Revenue Code.
For more information, visit https://alpha1.org/alphadetect/
Contact: Cindy Machles
917-453-9760
Email: [email protected]
About Beam Therapeutics
Beam Therapeutics (Nasdaq: BEAM) is a biotechnology company committed to establishing the leading, fully integrated platform for precision genetic medicines. To achieve this vision, Beam has assembled a platform with integrated gene editing, delivery and internal manufacturing capabilities. Beam's suite of gene editing technologies is anchored by base editing, a proprietary technology that is designed to enable precise, predictable and efficient single base changes, at targeted genomic sequences, without making double-stranded breaks in the DNA. This has the potential to enable a wide range of potential therapeutic editing strategies that Beam is using to advance a diversified portfolio of base editing programs. Beam is a values-driven organization committed to its people, cutting-edge science, and a vision of providing lifelong cures to patients suffering from serious diseases.
For more information, visit beamtx.com
Contact: Holly Manning
Vice President, Investor Relations and External Communications
857-327-9449
[email protected]
About the Alpha-1 Foundation
The Alpha-1 Foundation, founded in 1995, is committed to finding a cure for Alpha-1 Antitrypsin Deficiency (Alpha-1) and to improving the lives of people affected by the condition worldwide. A1F has invested over $100 million to support Alpha-1 research and programs at 130 institutions in North America, Europe, the Middle East and Australia.
On May 15, 2026, ADAR1 Capital Management disclosed a new position in Beam Therapeutics (BEAM +2.79%), acquiring 1,446,375 shares in an estimated $40.13 million trade based on quarterly average pricing.
What happenedAccording to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, ADAR1 Capital Management, opened a new position in Beam Therapeutics, buying 1,446,375 shares. The estimated transaction value, based on the average closing price for the January–March 2026 quarter, was $40.13 million. At quarter end, the position was valued at $34.47 million, reflecting both the purchase and price changes.
What else to knowThis was a new position for the fund, making up 2.03% of 13F reportable assets as of March 31, 2026.Top five holdings after the filing:NASDAQ: ABVX: $155.22 million (9.4% of AUM)NASDAQ: PTGX: $104.78 million (6.4% of AUM)NASDAQ: ROIV: $91.02 million (5.5% of AUM)NASDAQ: IMVT: $66.55 million (4.0% of AUM)NYSEMKT: SPY: $49.39 million (3.0% of AUM)As of May 15, 2026, Beam Therapeutics shares were priced at $27.93, up 61.9% over the past year, outperforming the S&P 500 by 36.7 percentage points.Company overviewMetricValuePrice (as of market close May 15, 2026)$27.93Market Capitalization$2.87 billionRevenue (TTM)$164.01 millionNet Income (TTM)($65.04 million)Company snapshotDevelops precision genetic medicines targeting serious diseases, with lead candidates addressing sickle cell disease, beta thalassemia, T-cell acute lymphoblastic leukemia, and glycogen storage disorders.Operates a biotechnology business model focused on research, development, and commercialization of gene-editing therapies, generating revenue through product development, strategic collaborations, and licensing agreements.Serves patients with severe genetic and rare diseases, partnering with healthcare providers, research institutions, and pharmaceutical companies in the United States and globally.Beam Therapeutics is a biotechnology company specializing in precision genetic medicines, leveraging base editing technology to address a range of serious genetic disorders. The company advances a diversified pipeline through both proprietary research and strategic collaborations with leading academic and industry partners. With a focus on innovation and targeted therapies, Beam Therapeutics aims to establish a competitive position in the rapidly evolving field of gene editing.
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What this transaction means for investorsInvesting in pre-commercial gene therapy means betting on science that hasn't reached patients yet. You're wagering the technology works, clinical trials succeed, and the FDA approves before the cash runs out. ADAR1 Capital Management made that bet with a $40 million Beam Therapeutics position in Q1.
Beam develops gene-editing therapies for rare diseases but has no approved drugs yet. It has $1.2 billion in cash and burns around $140 million quarterly on R&D. Revenue comes entirely from collaboration milestone payments, not product sales.
The company expects to file for FDA approval of risto-cel (a sickle cell treatment) by late 2026 and will start pivotal trials for BEAM-302 (treating a rare genetic liver disease) in the second half of 2026. Both programs have shown promising early data and potential accelerated approval pathways.
For average investors, this is speculative biotech investing. The upside is significant if one or both drugs get approved and gain market traction. The risk is clinical trial failures, regulatory setbacks, or manufacturing issues derailing the pathway to profitability. Gene therapy is high-reward science with high execution risk.
Sara Appino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Beam Therapeutics. The Motley Fool recommends Protagonist Therapeutics and Roivant Sciences. The Motley Fool has a disclosure policy.
Presentation Features Additional Data from the Single-dose Cohorts of the Phase 1/2 Trial, Including Detailed Safety Results, Efficacy Durability and Reduction in Human Neutrophil Elastase Activity Post-BEAM-302 Treatment May 18, 2026 16:00 ET | Source: Beam Therapeutics
CAMBRIDGE, Mass., May 18, 2026 (GLOBE NEWSWIRE) -- Beam Therapeutics Inc. (Nasdaq: BEAM), a biotechnology company developing precision genetic medicines through base editing, today presented the recently reported clinical data from the BEAM-302 Phase 1/2 trial in alpha-1 antitrypsin deficiency (AATD) at a symposium on translating scientific discovery in gene editing into clinical progress for patients with lung disease. The presentation was given by Amy Simon, M.D., chief medical officer of Beam, at the American Thoracic Society (ATS) International Conference being held in Orlando, Fla.
“At Beam, we are committed to leading innovation in the AATD community, with a goal of transforming disease outcomes for all patients suffering from this disease,” said Dr. Simon. “For BEAM-302, the data shared today build on the growing body of clinical evidence that supports the profound impact of treating AATD at the root cause of disease, the DNA mutation, with this one-time investigational therapy. We are rapidly executing toward pivotal development to deliver BEAM-302 to patients with AATD as safely and expeditiously as possible. Our long-term goal is to combine our growing understanding of AATD biology and our leading gene editing capabilities to maximize patient benefit across the entire spectrum of disease manifestations. We are also continuing to expand our cross-sector collaborations with leading AATD advocacy organizations to advance disease awareness and increase diagnosis, support the evolution of research approaches and incorporate patient perspectives across the broader scientific and care community.”
“The ongoing results from the BEAM-302 trial are truly remarkable, suggesting a single treatment dose can correct AATD at its root cause and durably restore normal AAT function, addressing both lung and liver manifestations of disease over a patient's entire lifetime,” said John Hurst, M.D., Ph.D., professor at the University College London and an investigator in the BEAM-302 trial. “This is not only a paradigm shift for the treatment of AATD, but also for medicine more widely as we enter the era of gene correction as a tool for clinicians.”
BEAM-302 is being evaluated in a Phase 1/2, open-label, dose exploration and dose expansion clinical trial to investigate its safety, tolerability, pharmacodynamics, pharmacokinetics and efficacy. Topline data from 29 patients treated with BEAM-302 as of a February 10, 2026 data cutoff date were reported in March 2026. Dr. Simon's presentation at ATS features additional data for the single-dose cohorts from the same data cutoff, including detailed safety results, efficacy durability and reduction in human neutrophil elastase activity (a direct measure of AAT function) post-BEAM-302 treatment. Dr. Simon’s presentation is available on the “Presentations and Publications” section of Beam’s website at beamtx.com.
Based on feedback from the U.S. Food and Drug Administration (FDA), Beam intends to pursue an accelerated approval pathway for BEAM-302. To support a future biologics licensing application (BLA) submission, the company anticipates enrolling approximately 50 additional patients with AATD-associated lung disease, with or without liver disease, in an expansion of the ongoing open-label Phase 1/2 trial. Beam expects to initiate this pivotal cohort in the second half of 2026. In addition, Beam expects to present detailed and updated BEAM-302 data at a medical congress in 2026.
About BEAM-302
BEAM-302 is a liver-targeting lipid-nanoparticle (LNP) formulation of base editing reagents designed to correct the PiZ mutation. Patients homozygous for this mutation (PiZZ) represent the majority of patients living with severe AATD disease. A one-time A-to-G correction of the PiZ mutation with Beam’s adenine base editor has the potential to simultaneously reduce the aggregation of mutant, misfolded AAT protein that causes toxicity to the liver (Z-AAT), generate therapeutic levels of corrected protein (M-AAT), and increase total and functional AAT in circulation, thereby addressing the underlying pathophysiology of both the liver and lung disease. In addition, the reduction in circulating PiZ has the potential to further minimize lung inflammation and dysfunction. Importantly, because BEAM-302 corrects the native AAT gene in its normal genetic location, AAT levels have been observed to increase physiologically in response to infection and inflammation in treated patients. This is a critical aspect of AAT’s normal function to regulate the body’s inflammatory response, which does not occur with currently approved protein replacement therapies. Correction of the PiZ mutation has been durable in patients treated in Beam's clinical trial.
About Alpha-1 Antitrypsin Deficiency (AATD)
AATD is an inherited genetic disorder that can cause early onset emphysema and liver disease. The most severe and common form of AATD arises when a patient has a point mutation in both copies of the SERPINA1 gene at amino acid 342 position (E342K, also known as the PiZ mutation or the “Z” allele). This point mutation causes alpha-1 antitrypsin, or AAT, to misfold, accumulating inside liver cells rather than being secreted, resulting in very low levels (10%-15%) of circulating AAT. In addition to resulting in lower levels, the PiZ AAT protein variant is also less enzymatically effective compared to wildtype AAT protein (also known as the “M” allele). As a consequence, the lung is left unprotected from neutrophil elastase, resulting in progressive, destructive changes in the lung, such as emphysema, which can result in the need for lung transplant. The mutant AAT protein also accumulates in the liver, causing liver inflammation and cirrhosis, which can ultimately cause liver failure or cancer requiring patients to undergo a liver transplant. It is estimated that more than 100,000 individuals in the U.S. have two copies of the Z allele, known as the PiZZ genotype, although only about 10% of all patients are thought to have been diagnosed. Although augmentation therapy has been approved in the U.S. for the treatment of AATD-associated lung disease, there are currently no curative treatments and significant unmet need exists for patients with AATD.
About Beam Therapeutics
Beam Therapeutics (Nasdaq: BEAM) is a biotechnology company committed to establishing the leading, fully integrated platform for precision genetic medicines. To achieve this vision, Beam has assembled a platform with integrated gene editing, delivery and internal manufacturing capabilities. Beam’s suite of gene editing technologies is anchored by base editing, a proprietary technology that is designed to enable precise, predictable and efficient single base changes, at targeted genomic sequences, without making double-stranded breaks in the DNA. This has the potential to enable a wide range of potential therapeutic editing strategies that Beam is using to advance a diversified portfolio of base editing programs. Beam is a values-driven organization committed to its people, cutting-edge science, and a vision of providing lifelong cures to patients suffering from serious diseases.
Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Investors are cautioned not to place undue reliance on these forward-looking statements, including, but not limited to, statements related to: the therapeutic applications and potential of our technology, including with respect to AATD; our plans, and anticipated timing, to advance our AATD program; the clinical trial designs and expectations for BEAM-302; our anticipated regulatory interactions and filings; and our ability to develop lifelong, curative, precision genetic medicines for patients through base editing. Each forward-looking statement is subject to important risks and uncertainties that could cause actual results to differ materially from those expressed or implied in such statement, including, without limitation, risks and uncertainties related to: our ability to develop, obtain regulatory approval for, and commercialize our product candidates, which may take longer or cost more than planned; our ability to raise additional funding, which may not be available; our ability to obtain, maintain and enforce patent and other intellectual property protection for our product candidates; the uncertainty that our product candidates will receive regulatory approval necessary to initiate or continue human clinical trials; that preclinical testing of our product candidates and preliminary or interim data from preclinical studies and clinical trials may not be predictive of the results or success of ongoing or later clinical trials; that initiation and enrollment of, and anticipated timing to advance, our clinical trials may take longer than expected; that our product candidates, including the delivery modalities we rely on to administer them, may cause serious adverse events; that our product candidates may experience manufacturing or supply interruptions or failures; risks related to competitive products; and the other risks and uncertainties identified under the headings “Risk Factors Summary” and “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, and in any subsequent filings with the Securities and Exchange Commission. These forward-looking statements speak only as of the date of this press release. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by applicable law.
3 Biotech Stocks That Could Benefit from the Patent CliffBeam Therapeutics NASDAQ: BEAM Chief Executive Officer John Evans said the company is advancing its base-editing platform across hematology and liver disease programs, with a potential biologics license application for its sickle cell disease candidate possible as early as the end of this year.
Speaking at RBC Capital Markets’ Global Healthcare Conference in a discussion with Senior Biotechnology Research Analyst Luca Issi, Evans described Beam as a “next-generation gene-editing company” focused on base editing, a form of CRISPR designed to make permanent single-letter changes in genes without creating a double-strand break.
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MarketBeat Week in Review – 3/4 – 3/8Evans said that distinction could allow Beam to make “more therapeutic edits” and “more precise edits,” including correcting mutations back to normal rather than only knocking genes out.
Alpha-1 Program Shows Dose Selection Progress A major focus of the discussion was BEAM-302, Beam’s program for alpha-1 antitrypsin deficiency. Evans said the program is designed to correct the single-letter misspelling in the alpha-1 gene back to normal, which he said is the first time anyone has been able to do so.
Beam Therapeutics Bolts Higher on Gene Therapy Licensing PaymentsEvans said earlier data showed that a 60-milligram dose achieved alpha-1 levels above 11 micromolar, a threshold he described as important because carriers who do not have the disease generally live above that line, while patients with progressive lung and liver damage are usually below it.
According to Evans, additional dose exploration around 60 milligrams, including a 75-milligram dose and a two-dose 60-milligram regimen, did not produce meaningful additional pharmacodynamic benefit. He said the results confirmed that 60 milligrams is the dose Beam wants to use.
Evans said the larger data set showed the 60-milligram dose produced an average alpha-1 level of 16 micromolar, with normal M protein levels above 90% and Z protein reduced by 84%.
“We had clearly and dramatically changed the disease physiology to at least a carrier physiology,” Evans said, adding that this supports Beam’s view that treated patients should not experience progressive disease going forward.
Safety and Redosing Discussed Issi asked about tolerability of a second 60-milligram dose, which Evans said was not as well tolerated as the first. Evans said it was difficult to know why, noting that preclinical data suggested eight weeks should have been enough time for the first lipid nanoparticle dose to clear. However, he said alpha-1 livers may differ in physiology and macrophage biology, potentially retaining some sensitivity.
Evans characterized the observed events as manageable. He said Beam saw higher infusion-related reactions, such as grade two events treated with Motrin, and one patient with a grade three AST/ALT elevation that was asymptomatic, did not require hospitalization, did not involve bilirubin changes and resolved quickly.
Evans said he did not believe the findings indicate that lipid nanoparticle redosing is not possible. He noted that Beam still plans to redose patients who previously received subtherapeutic 15-milligram and 30-milligram doses with the selected 60-milligram dose.
On liver enzyme elevations, Evans said the pattern Beam observed was consistent with a “classic LNP signal,” in which liver enzymes rise quickly and then fall quickly. He said the key safety considerations are rapid improvement within days and no bilirubin change, which he said Beam observed.
Bystander Editing and Protein Function Evans also addressed investor questions about bystander editing. He said BEAM-302 can create a mixture of corrected M protein and an M variant, a result Beam has known about and characterized over time.
Evans said Beam has shown that the variant is secreted normally, is functional and has a structure comparable to normal M protein. He also said the variant position is commonly varied in the human population and that the specific variant Beam creates is found in people and is not associated with disease.
He pointed to functional data showing direct inhibition of human neutrophil elastase using serum from treated patients, which he said demonstrated that the protein mixture created by the therapy is functional.
Regulatory Path and Liver Endpoints Evans said Beam has alignment with the FDA on an accelerated approval path for BEAM-302, describing it as a “classic accelerated approval” strategy rather than one reliant on newer regulatory mechanisms. He said the company is working with stable FDA review teams and that the agency’s main request was for 12 months of follow-up because alpha-1 levels can vary over time.
Evans said Beam plans to enroll 50 patients and follow them for one year before submitting the data. He said the biomarker package includes total alpha-1 levels, M protein levels, percentage of M protein, reduction in Z protein, protein functionality and inducibility.
On liver benefit, Evans said Beam believes BEAM-302 could help both lung and liver manifestations of alpha-1 antitrypsin deficiency by raising functional alpha-1 and lowering Z protein. He said Beam is conducting biopsies in Part B patients before treatment and at six and 12 months to assess whether aggregates resolve and whether fibrosis changes over time.
Evans said the Part B patients, who have more advanced liver disease, have so far tolerated the drug similarly to Part A patients, supporting an all-comer Cohort C.
Sickle Cell Program and Pricing Outlook Evans said Beam’s ex vivo sickle cell disease program, risto-cel, could have a BLA filing as early as the end of this year. He said Beam believes it has a strong manufacturing process, with a vein-to-vein time of just over four months, which he said could allow patients to be treated quickly and predictably.
Evans said risto-cel is aimed at severe sickle cell patients who may be candidates for a transplant-based option, while Beam also continues to work on in vivo approaches that could reach a broader sickle cell population over time.
On pricing, Evans said Beam would price a one-time alpha-1 therapy higher than one year of augmentation therapy, but said payers are sophisticated and evaluate long-term pharmacoeconomic value. He cited sickle cell disease as an example where high lifetime costs have supported genetic medicine pricing, while noting that it is too early to discuss specific pricing for alpha-1.
Evans said Beam believes alpha-1 antitrypsin deficiency has a strong value story because a one-time therapy could potentially address both lung and liver disease.
About Beam Therapeutics NASDAQ: BEAMBeam Therapeutics, Inc NASDAQ: BEAM is a biotechnology company dedicated to developing precision genetic medicines through its pioneering base editing platform. Headquartered in Cambridge, Massachusetts, with additional research facilities in Philadelphia, the company focuses on engineering molecular editors capable of making precise single-nucleotide changes in DNA. By harnessing its proprietary base editing technology, Beam aims to correct or disrupt disease-causing genetic variants at their source, offering the potential for novel therapies in areas with significant unmet medical need.
Founded in 2017 as a spin-out from Harvard University and the Broad and Whitehead Institutes, Beam was co-founded by leading academic researcher David R.
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Callodine Capital Management LP raised its position in shares of Plains GP Holdings, L.P. (NYSE: PAGP) by 125.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 540,000 shares of the pipeline company's stock after acquiring an additional 300,000 shares
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HOUSTON, March 30, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: PAA) and Plains GP Holdings (Nasdaq: PAGP) (collectively, "Plains") today provided an update on the expected timing for completion of the Canadian NGL business divestiture to Keyera Corp. The transaction continues to advance through the regulatory process, including review by the Competition Bureau.
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Exchange Traded Concepts LLC decreased its holdings in Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 14.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 169,689 shares of the pipeline company’s stock after selling 29,234 shares during the period. Exchange Traded Concepts LLC owned about 0.09% of Plains GP worth $3,248,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also modified their holdings of PAGP. Whittier Trust Co. of Nevada Inc. boosted its holdings in Plains GP by 56.8% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 1,781 shares of the pipeline company’s stock valued at $32,000 after purchasing an additional 645 shares during the period. Larson Financial Group LLC purchased a new stake in Plains GP during the 3rd quarter worth about $46,000. Lazard Asset Management LLC increased its holdings in Plains GP by 36.5% during the 2nd quarter. Lazard Asset Management LLC now owns 3,030 shares of the pipeline company’s stock worth $58,000 after purchasing an additional 811 shares during the period. Asset Dedication LLC acquired a new stake in Plains GP in the 2nd quarter valued at about $83,000. Finally, CWM LLC raised its position in Plains GP by 159.3% in the 3rd quarter. CWM LLC now owns 7,477 shares of the pipeline company’s stock valued at $136,000 after purchasing an additional 4,594 shares in the last quarter. Hedge funds and other institutional investors own 88.30% of the company’s stock.
Plains GP Price Performance Shares of NYSE PAGP opened at $24.28 on Wednesday. The stock’s 50-day simple moving average is $22.30 and its 200-day simple moving average is $19.76. The firm has a market capitalization of $4.81 billion, a PE ratio of 45.81 and a beta of 0.56. Plains GP Holdings, L.P. has a fifty-two week low of $16.60 and a fifty-two week high of $24.75. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.92 and a current ratio of 1.01.
Plains GP Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a $0.4175 dividend. The ex-dividend date was Friday, January 30th. This represents a $1.67 annualized dividend and a dividend yield of 6.9%. Plains GP’s dividend payout ratio is presently 129.46%.
Analyst Ratings Changes A number of equities analysts have recently commented on the company. Barclays boosted their price objective on Plains GP from $17.00 to $18.00 and gave the stock an “underweight” rating in a research report on Monday, February 9th. Stifel Nicolaus raised their target price on shares of Plains GP from $23.00 to $25.00 and gave the company a “buy” rating in a report on Friday, March 6th. Mizuho set a $23.00 price target on shares of Plains GP in a research note on Friday, January 23rd. Wells Fargo & Company boosted their price target on shares of Plains GP from $21.00 to $22.00 and gave the stock an “equal weight” rating in a report on Friday, March 13th. Finally, Bank of America downgraded shares of Plains GP from a “neutral” rating to an “underperform” rating and set a $19.00 price objective on the stock. in a research report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, five have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Plains GP presently has an average rating of “Hold” and an average price target of $21.60.
View Our Latest Research Report on PAGP
About Plains GP (Free Report)
Plains GP Holdings, L.P. (NYSE: PAGP) serves as the general partner of Plains All American Pipeline, L.P., one of North America’s leading energy infrastructure companies. Through its ownership of a 2% general partner interest and incentive distribution rights (IDRs), Plains GP Holdings participates in the governance and cash distribution structure of a diversified portfolio of crude oil and natural gas liquids gathering, transportation, storage, and terminaling assets.
The company’s primary business activities include overseeing the strategic direction and capital allocation decisions for its affiliated midstream operations.
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Founders Capital Management reduced its stake in Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 19.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 98,333 shares of the pipeline company’s stock after selling 23,925 shares during the period. Plains GP comprises approximately 1.0% of Founders Capital Management’s investment portfolio, making the stock its 23rd largest position. Founders Capital Management’s holdings in Plains GP were worth $1,882,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Pathstone Holdings LLC lifted its position in shares of Plains GP by 227.5% in the 3rd quarter. Pathstone Holdings LLC now owns 2,055,395 shares of the pipeline company’s stock worth $37,490,000 after purchasing an additional 1,427,743 shares during the period. CIBC Bancorp USA Inc. acquired a new stake in shares of Plains GP during the third quarter worth $9,629,000. Chickasaw Capital Management LLC raised its stake in Plains GP by 5.9% during the third quarter. Chickasaw Capital Management LLC now owns 8,832,780 shares of the pipeline company’s stock worth $161,110,000 after buying an additional 494,259 shares during the last quarter. Bank of America Corp DE lifted its holdings in Plains GP by 36.4% in the third quarter. Bank of America Corp DE now owns 1,750,236 shares of the pipeline company’s stock valued at $31,924,000 after buying an additional 466,773 shares during the period. Finally, Qube Research & Technologies Ltd boosted its position in Plains GP by 46.1% during the third quarter. Qube Research & Technologies Ltd now owns 1,446,983 shares of the pipeline company’s stock valued at $26,393,000 after acquiring an additional 456,426 shares during the last quarter. 88.30% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades A number of analysts have weighed in on PAGP shares. Truist Financial initiated coverage on Plains GP in a report on Tuesday, March 24th. They set a “buy” rating and a $23.00 price target for the company. Stifel Nicolaus upped their target price on Plains GP from $23.00 to $25.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Zacks Research cut Plains GP from a “hold” rating to a “strong sell” rating in a research note on Thursday, March 12th. Barclays lifted their target price on Plains GP from $17.00 to $18.00 and gave the stock an “underweight” rating in a report on Monday, February 9th. Finally, Citigroup boosted their price target on Plains GP from $17.00 to $20.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $21.60.
Check Out Our Latest Stock Report on PAGP
Plains GP Price Performance Shares of NYSE PAGP opened at $24.28 on Wednesday. The firm’s 50-day moving average price is $22.30 and its 200-day moving average price is $19.76. Plains GP Holdings, L.P. has a 1-year low of $16.60 and a 1-year high of $24.75. The firm has a market capitalization of $4.81 billion, a P/E ratio of 45.81 and a beta of 0.56. The company has a current ratio of 1.01, a quick ratio of 0.92 and a debt-to-equity ratio of 0.49.
Plains GP Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a $0.4175 dividend. The ex-dividend date was Friday, January 30th. This represents a $1.67 annualized dividend and a yield of 6.9%. Plains GP’s dividend payout ratio is presently 129.46%.
Plains GP Profile (Free Report)
Plains GP Holdings, L.P. (NYSE: PAGP) serves as the general partner of Plains All American Pipeline, L.P., one of North America’s leading energy infrastructure companies. Through its ownership of a 2% general partner interest and incentive distribution rights (IDRs), Plains GP Holdings participates in the governance and cash distribution structure of a diversified portfolio of crude oil and natural gas liquids gathering, transportation, storage, and terminaling assets.
The company’s primary business activities include overseeing the strategic direction and capital allocation decisions for its affiliated midstream operations.
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Massachusetts Financial Services Co. MA cut its stake in Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 4.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,537,077 shares of the pipeline company’s stock after selling 401,450 shares during the period. Massachusetts Financial Services Co. MA owned 4.82% of Plains GP worth $182,540,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Stratos Wealth Partners LTD. purchased a new stake in Plains GP in the fourth quarter worth about $269,000. HF Advisory Group LLC lifted its holdings in Plains GP by 37.9% in the fourth quarter. HF Advisory Group LLC now owns 266,276 shares of the pipeline company’s stock worth $5,097,000 after buying an additional 73,248 shares during the period. Ellsworth Advisors LLC lifted its holdings in Plains GP by 19.3% in the fourth quarter. Ellsworth Advisors LLC now owns 67,595 shares of the pipeline company’s stock worth $1,363,000 after buying an additional 10,948 shares during the period. Adams Asset Advisors LLC lifted its holdings in Plains GP by 19.5% in the fourth quarter. Adams Asset Advisors LLC now owns 57,753 shares of the pipeline company’s stock worth $1,105,000 after buying an additional 9,442 shares during the period. Finally, Alliance Wealth Advisors LLC lifted its holdings in Plains GP by 21.6% in the fourth quarter. Alliance Wealth Advisors LLC now owns 16,651 shares of the pipeline company’s stock worth $319,000 after buying an additional 2,960 shares during the period. 88.30% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes A number of equities analysts have weighed in on PAGP shares. Wells Fargo & Company raised their target price on shares of Plains GP from $21.00 to $22.00 and gave the company an “equal weight” rating in a research note on Friday, March 13th. Zacks Research downgraded shares of Plains GP from a “hold” rating to a “strong sell” rating in a research note on Thursday, March 12th. Truist Financial started coverage on shares of Plains GP in a research note on Tuesday, March 24th. They set a “buy” rating and a $23.00 target price for the company. Bank of America downgraded shares of Plains GP from a “neutral” rating to an “underperform” rating and set a $19.00 target price for the company. in a research note on Wednesday, January 28th. Finally, Mizuho set a $23.00 target price on shares of Plains GP in a research note on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Plains GP currently has a consensus rating of “Hold” and a consensus target price of $21.90.
Check Out Our Latest Report on PAGP
Plains GP Price Performance Shares of NYSE PAGP opened at $23.58 on Monday. The company has a market capitalization of $4.67 billion, a price-to-earnings ratio of 44.49 and a beta of 0.50. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.92 and a current ratio of 1.01. The company has a 50 day simple moving average of $22.82 and a two-hundred day simple moving average of $20.06. Plains GP Holdings, L.P. has a fifty-two week low of $16.68 and a fifty-two week high of $24.75.
Plains GP Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be given a dividend of $0.4175 per share. The ex-dividend date of this dividend is Friday, May 1st. This represents a $1.67 annualized dividend and a dividend yield of 7.1%. Plains GP’s dividend payout ratio (DPR) is 129.46%.
Plains GP Profile (Free Report)
Plains GP Holdings, L.P. (NYSE: PAGP) serves as the general partner of Plains All American Pipeline, L.P., one of North America’s leading energy infrastructure companies. Through its ownership of a 2% general partner interest and incentive distribution rights (IDRs), Plains GP Holdings participates in the governance and cash distribution structure of a diversified portfolio of crude oil and natural gas liquids gathering, transportation, storage, and terminaling assets.
The company’s primary business activities include overseeing the strategic direction and capital allocation decisions for its affiliated midstream operations.
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According to a recent SEC filing, Chickasaw Capital Management sold 144,038 shares of Plains GP Holdings (PAGP +0.82%)in the first quarter of 2026. After the trade, Chickasaw held 8,675,146 shares, with the position valued at $210.6 million at quarter-end.
Chickasaw cut its Plains GP Holdings stake by 144,038 sharesQuarter-end position value increased by $41.8 million, reflecting both trading and price movementPost-trade position: 8,675,146 shares valued at $210.63 millionPlains GP stake now represents 7.4% of 13F AUMWhat else to knowTop holdings after the filing:NYSE:TRGP: $442.5 million (15.8% of AUM)NYSE:ET: $299.0 million (10.6% of AUM)NYSE:MPLX: $298.1 million (10.5% of AUM)NYSE:WES: $229.6 million (8.1% of AUM)NYSE:WMB: $218.7 million (7.7% of AUM)Company overviewMetricValuePrice (as of market close April 10)$23.58Market capitalization$4.6 billionRevenue (TTM)$44.8 billionCompany snapshotPlains GP Holdings, L.P. is a midstream energy company. It has thousands of miles of pipelines and storage capacity for crude oil and NGLs. The company leverages its integrated infrastructure to provide essential logistics and transportation services to the North American energy sector.
Operates midstream energy infrastructure focused on crude oil and natural gas liquids (NGLs) transportation, storage, and processing services across the United States and Canada.Generates revenue primarily through pipeline transportation fees, storage and terminalling charges, and logistics services for crude oil and NGLs.Main customers include producers, refiners, and other energy market participants requiring large-scale logistics and storage solutions.What this transaction means for investorsChickasaw Capital Management reported 95 holdings on its 13F filing, but they are highly concentrated. Looking at the firm’s top holdings, the five-largest equities represented 52.6% of the firm’s $2.8 billion in reported AUM. Plains GP Holdings still made up 7.4% of its AUM, even after Chickasaw sold some shares during the first quarter.
Plains GP has handsomely rewarded shareholders this year, while the overall equity market has been challenging. The stock returned 24.5% through April 14, trouncing the S&P 500 index’s 2.1%. Dividends helped boost the stock’s total return.
In fact, the attractive payout should appeal to income-seeking investors. The board of directors raised the quarterly payout this year by 9.9% to $0.4175. At the new rate, the stock has a dividend yield of 7.1%. That dwarfs the S&P 500’s 1.1% yield.
Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Most retirees are forced to choose between yield and safety — discover two rare investments that deliver 8%+ income without forcing that painful tradeoff. One is a bond ETF that actually grows its dividend (something almost no bond fund can claim), and the other is a cash-flow machine with 12.5% guided distribution growth. In a volatile market where most high yields are getting crushed, these two holdings have the balance sheet strength, inflation protection, and structural advantages to keep paying and growing.
Evergreen Capital Management LLC grew its holdings in Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 14.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 835,817 shares of the pipeline company’s stock after acquiring an additional 105,448 shares during the quarter. Evergreen Capital Management LLC owned 0.42% of Plains GP worth $15,998,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in the business. Energy Income Partners LLC boosted its holdings in Plains GP by 1.0% in the third quarter. Energy Income Partners LLC now owns 10,196,673 shares of the pipeline company’s stock worth $185,987,000 after acquiring an additional 102,916 shares in the last quarter. Invesco Ltd. boosted its holdings in Plains GP by 1.5% in the third quarter. Invesco Ltd. now owns 4,386,299 shares of the pipeline company’s stock worth $80,006,000 after acquiring an additional 66,695 shares in the last quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT boosted its holdings in Plains GP by 3.9% in the fourth quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 3,725,000 shares of the pipeline company’s stock worth $71,296,000 after acquiring an additional 140,000 shares in the last quarter. Advisors Capital Management LLC boosted its holdings in Plains GP by 4.0% in the third quarter. Advisors Capital Management LLC now owns 2,666,859 shares of the pipeline company’s stock worth $48,644,000 after acquiring an additional 101,512 shares in the last quarter. Finally, Pathstone Holdings LLC boosted its holdings in Plains GP by 227.5% in the third quarter. Pathstone Holdings LLC now owns 2,055,395 shares of the pipeline company’s stock worth $37,490,000 after acquiring an additional 1,427,743 shares in the last quarter. Institutional investors and hedge funds own 88.30% of the company’s stock.
Plains GP Price Performance Shares of PAGP stock opened at $22.69 on Tuesday. The stock has a 50 day moving average of $23.10 and a 200 day moving average of $20.26. The company has a current ratio of 1.01, a quick ratio of 0.92 and a debt-to-equity ratio of 0.49. The stock has a market cap of $4.49 billion, a P/E ratio of 42.81 and a beta of 0.50. Plains GP Holdings, L.P. has a twelve month low of $16.68 and a twelve month high of $24.75.
Plains GP Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be given a dividend of $0.4175 per share. This represents a $1.67 annualized dividend and a yield of 7.4%. The ex-dividend date is Friday, May 1st. Plains GP’s dividend payout ratio (DPR) is currently 129.46%.
Wall Street Analyst Weigh In Several equities research analysts have weighed in on PAGP shares. Zacks Research downgraded Plains GP from a “hold” rating to a “strong sell” rating in a report on Thursday, March 12th. Citigroup raised their price target on Plains GP from $17.00 to $20.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. Barclays raised their price target on Plains GP from $18.00 to $21.00 and gave the stock an “underweight” rating in a report on Friday, April 10th. Morgan Stanley raised their price objective on Plains GP from $22.00 to $24.00 and gave the stock an “equal weight” rating in a research note on Wednesday, March 18th. Finally, Truist Financial initiated coverage on Plains GP in a research note on Tuesday, March 24th. They issued a “buy” rating and a $23.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $21.90.
Get Our Latest Stock Report on Plains GP
About Plains GP (Free Report)
Plains GP Holdings, L.P. (NYSE: PAGP) serves as the general partner of Plains All American Pipeline, L.P., one of North America’s leading energy infrastructure companies. Through its ownership of a 2% general partner interest and incentive distribution rights (IDRs), Plains GP Holdings participates in the governance and cash distribution structure of a diversified portfolio of crude oil and natural gas liquids gathering, transportation, storage, and terminaling assets.
The company’s primary business activities include overseeing the strategic direction and capital allocation decisions for its affiliated midstream operations.
Further Reading Five stocks we like better than Plains GP Want to see what other hedge funds are holding PAGP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Plains GP Holdings, L.P. (NYSE:PAGP – Free Report).
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Eagle Global Advisors LLC reduced its stake in shares of Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,124,930 shares of the pipeline company’s stock after selling 43,570 shares during the period. Eagle Global Advisors LLC owned 0.57% of Plains GP worth $21,531,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Caprock Group LLC purchased a new stake in shares of Plains GP during the 3rd quarter valued at approximately $3,088,000. CWA Asset Management Group LLC raised its position in shares of Plains GP by 19.3% during the 4th quarter. CWA Asset Management Group LLC now owns 156,306 shares of the pipeline company’s stock valued at $2,992,000 after buying an additional 25,321 shares during the period. Osaic Holdings Inc. raised its position in shares of Plains GP by 75.3% during the 2nd quarter. Osaic Holdings Inc. now owns 291,320 shares of the pipeline company’s stock valued at $5,661,000 after buying an additional 125,169 shares during the period. Turtle Creek Wealth Advisors LLC raised its position in shares of Plains GP by 16.8% during the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 800,863 shares of the pipeline company’s stock valued at $14,608,000 after buying an additional 115,020 shares during the period. Finally, CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT raised its position in shares of Plains GP by 1.2% during the 3rd quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 3,585,000 shares of the pipeline company’s stock valued at $65,390,000 after buying an additional 42,000 shares during the period. Hedge funds and other institutional investors own 88.30% of the company’s stock.
Wall Street Analyst Weigh In Several analysts have recently commented on PAGP shares. Mizuho set a $23.00 price target on shares of Plains GP in a research report on Friday, January 23rd. Bank of America lowered shares of Plains GP from a “neutral” rating to an “underperform” rating and set a $19.00 price target on the stock. in a research report on Wednesday, January 28th. Truist Financial started coverage on shares of Plains GP in a research report on Tuesday, March 24th. They set a “buy” rating and a $23.00 price target on the stock. Stifel Nicolaus lifted their price target on shares of Plains GP from $23.00 to $25.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Finally, Citigroup lifted their price target on shares of Plains GP from $17.00 to $20.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Plains GP has a consensus rating of “Hold” and an average price target of $21.90.
Read Our Latest Report on Plains GP
Plains GP Stock Up 0.7% Shares of NYSE PAGP opened at $22.84 on Wednesday. The firm has a market cap of $4.52 billion, a price-to-earnings ratio of 43.10 and a beta of 0.50. The company has a quick ratio of 0.92, a current ratio of 1.01 and a debt-to-equity ratio of 0.49. Plains GP Holdings, L.P. has a 52-week low of $16.68 and a 52-week high of $24.75. The business’s 50 day moving average is $23.14 and its two-hundred day moving average is $20.29.
Plains GP Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a $0.4175 dividend. The ex-dividend date of this dividend is Friday, May 1st. This represents a $1.67 dividend on an annualized basis and a yield of 7.3%. Plains GP’s payout ratio is presently 129.46%.
Plains GP Company Profile (Free Report)
Plains GP Holdings, L.P. (NYSE: PAGP) serves as the general partner of Plains All American Pipeline, L.P., one of North America’s leading energy infrastructure companies. Through its ownership of a 2% general partner interest and incentive distribution rights (IDRs), Plains GP Holdings participates in the governance and cash distribution structure of a diversified portfolio of crude oil and natural gas liquids gathering, transportation, storage, and terminaling assets.
The company’s primary business activities include overseeing the strategic direction and capital allocation decisions for its affiliated midstream operations.
Recommended Stories Five stocks we like better than Plains GP Want to see what other hedge funds are holding PAGP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Plains GP Holdings, L.P. (NYSE:PAGP – Free Report).
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The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One stock to keep an eye on is Plains Group (PAGP - Free Report) . PAGP is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock is trading with a P/E ratio of 12.55, which compares to its industry's average of 21.39. Over the last 12 months, PAGP's Forward P/E has been as high as 18.69 and as low as 9.71, with a median of 12.44.
Value investors will likely look at more than just these metrics, but the above data helps show that Plains Group is likely undervalued currently. And when considering the strength of its earnings outlook, PAGP sticks out as one of the market's strongest value stocks.
On May 15, 2026, Energy Income Partners disclosed a first-quarter buy of 120,765 shares of Plains GP Holdings (PAGP +0.82%), an estimated $2.64 million trade based on quarterly average pricing.
What happenedAccording to the SEC filing dated May 15, 2026, Energy Income Partners increased its stake in Plains GP Holdings by 120,765 shares during the first quarter. The estimated transaction value was $2.64 million based on average closing prices for the quarter. The quarter-end value of the position increased by $48.44 million, a figure that reflects both additional shares purchased and share price appreciation during the quarter.
What else to knowThis was a buy; the position now represents 3.51% of Energy Income Partners, LLC’s 13F reportable assets under management.Top holdings after the filing:NYSE:EPD: $519.59 million (8.4% of AUM)NYSE:ET: $486.50 million (7.8% of AUM)NYSE:MPLX: $294.34 million (4.7% of AUM)NYSE:KMI: $249.30 million (4.0% of AUM)NYSE:NFG: $243.34 million (3.9% of AUM)As of Friday, shares of Plains GP Holdings were priced at $24.35, up 38% over the past year and outperforming the S&P 500’s roughly 28% gain in the same period.Company OverviewMetricValueRevenue (TTM)$45.26 billionNet Income (TTM)$196.00 millionDividend Yield6.5%Price (as of Friday)$24.35Company SnapshotPlains GP Holdings operates crude oil and natural gas liquids (NGL) pipelines, gathering systems, storage, and processing facilities across the United States and Canada.The firm generates revenue primarily through fee-based transportation, storage, and logistics services for crude oil and NGLs, with additional income from terminalling, fractionation, and processing.It serves oil and gas producers, refiners, and other midstream and downstream energy customers seeking reliable infrastructure and logistics solutions.Plains GP Holdings is a leading midstream energy company specializing in the transportation, storage, and processing of crude oil and natural gas liquids across North America. The company leverages an extensive asset base, including thousands of miles of pipelines and significant storage capacity, to provide critical infrastructure services to the energy sector. Its fee-based business model and diverse customer base position it as a key logistics partner within the oil and gas value chain.
What this transaction means for investorsThis purchase comes at an interesting time for Plains, which entered this year with the momentum to raise its full-year adjusted EBITDA guidance by $130 million to a midpoint of $2.88 billion, citing stronger oil market conditions and continued contributions from assets it plans to divest. In the firm’s latest earnings report, CEO Willie Chiang said global events have reinforced the importance of reliable energy infrastructure and argued the company is well-positioned as a key link between U.S. production and global demand.
The operating numbers support that optimism. First-quarter crude oil adjusted EBITDA increased 4% year over year to $582 million, helped by higher pipeline volumes and recent acquisitions. Total crude oil pipeline volumes climbed 10% to more than 10 million barrels per day. Plains also continues to generate cash while paying a distribution that currently yields about 7.5%. Management expects roughly $1.85 billion in adjusted free cash flow this year.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Kinder Morgan. The Motley Fool recommends Enterprise Products Partners. The Motley Fool has a disclosure policy.
, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against FS KKR Capital Corp. ("FS KKR Capital" or the "Company") (NYSE: FSK).
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN FS KKR CAPITAL CORP. (FSK), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE JULY 6, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.
What Is The Lawsuit About?
The complaint filed alleges that, between May 8, 2024 and February 25, 2026, Defendants failed to disclose to investors: (1) the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company's portfolio valuation process; (3) the Company overstated the durability of its quarterly distribution strategy; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of FS KKR Capital Corp. (NYSE: FSK) between May 8, 2024 and February 25, 2026, inclusive (the “Class Period”), of the important July 6, 2026 lead plaintiff deadline.
SO WHAT: If you purchased FS KKR Capital securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the FS KKR Capital class action, go to https://rosenlegal.com/submit-form/?case_id=64089 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) FS KKR Capital overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) FS KKR Capital overstated the valuation of its portfolio investments and/or overstated the effectiveness of FS KKR Capital’s portfolio valuation process; (3) FS KKR Capital overstated the durability of its quarterly distribution strategy; and (4) as a result of the foregoing, defendants’ positive statements about FS KKR Capital’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the FS KKR Capital class action, go to https://rosenlegal.com/submit-form/?case_id=64089 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
New York, New York--(Newsfile Corp. - June 9, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of FS KKR Capital Corp. (NYSE: FSK) between May 8, 2024 and February 25, 2026, inclusive (the "Class Period"), of the important July 6, 2026 lead plaintiff deadline.
SO WHAT: If you purchased FS KKR Capital securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the FS KKR Capital class action, go to https://rosenlegal.com/submit-form/?case_id=64089 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) FS KKR Capital overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) FS KKR Capital overstated the valuation of its portfolio investments and/or overstated the effectiveness of FS KKR Capital's portfolio valuation process; (3) FS KKR Capital overstated the durability of its quarterly distribution strategy; and (4) as a result of the foregoing, defendants' positive statements about FS KKR Capital's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the FS KKR Capital class action, go to https://rosenlegal.com/submit-form/?case_id=64089 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300804
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Alert: Claims Focus on Alleged Misrepresentations About Non-Accrual Portfolio Management That Cost FSK Investors $880 Million in Fair Value Losses Across Two Corrective Disclosures
, /PRNewswire/ -- Levi & Korsinsky, LLP reminds purchasers of FS KKR Capital Corp. (NYSE: FSK) securities of a pending securities class action.
THE CASE: A class action seeks to recover damages for investors who purchased FSK securities between May 8, 2024 and February 25, 2026.
YOUR OPTIONS: You may be entitled to compensation without payment of any out-of-pocket fees. See if you can recover losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
FSK shares fell $2.03 per share, or 15.24%, closing at $11.29 on February 26, 2026, after the Company revealed its non-accrual rate had climbed above the long-term BDC industry average. Investors have until July 6, 2026 to seek lead plaintiff status.
The Alleged Non-Accrual Acceleration From 1.7% to 3.4% at Fair Value
A business development company cannot sustain its distribution strategy or maintain its debt-to-equity compliance when a growing share of its loan portfolio stops generating income. For FS KKR Capital, the complaint chronicles a dramatic reversal in the credit health of its investment book.
As alleged in the filing, the Company told investors quarter after quarter that its workout team was making "significant progress restructuring certain non-accruing investments." Non-accruals at fair value had reportedly declined from 5.5% in December 2023 to just 1.7% by September 2024. The lawsuit contends this progress narrative masked deepening problems in legacy holdings that management knew or should have known were deteriorating.
By June 2025, non-accruals at fair value had nearly doubled to 3.0%. By December 2025, they reached 3.4% at fair value and 5.5% at amortized cost, a level the Company's own Chief Investment Officer was forced to acknowledge exceeded the long-term BDC industry average of approximately 3.8% at cost.
Legacy Portfolio Management and the Workout Team's Alleged Failures
The action claims FS KKR's reported success in restructuring troubled credits was overstated. Specifically, the complaint identifies multiple portfolio companies — including Production Resource Group, 48forty, Kellermeyer Bergensons Services, Worldwise, Medallia, and Cubic Corp — whose deterioration drove hundreds of millions in realized and unrealized losses:
Production Resource Group, 48forty, Kellermeyer Bergensons Services, and Worldwise were identified during the August 2025 earnings disclosure, when fair value fell $474 million in a single quarter Medallia and Cubic Corp emerged as additional problem credits in the February 2026 disclosure, which revealed another $406 million fair value decline The Company acknowledged that these identified companies represented only 50% of total net realized and unrealized losses, suggesting broader portfolio weakness Non-accrual rates at amortized cost surged from 3.5% in Q1 2025 to 5.5% by year-end, a 57% increase in three quarters Calculate your potential recovery or call (212) 363-7500.
Alleged Non-Accrual Impact by the Numbers
The financial consequences of the alleged credit deterioration were severe. Net asset value per share eroded from $24.32 as of March 31, 2024 (the quarter in which the Class Period began) to $20.89 by December 2025, a cumulative decline of $3.43 per share, or 14.1%. Full year 2024 adjusted net realized and unrealized losses widened to negative $0.72 per share compared to negative $0.56 the prior year. The total fair value of investments contracted from approximately $14.2 billion to $13.0 billion.
The complaint asserts these losses were foreseeable because the underlying credit deterioration was occurring while management publicly assured investors the workout process was succeeding.
"The complaint raises serious questions about whether investors received accurate information regarding the trajectory of FS KKR's non-accrual portfolio and the effectiveness of its restructuring efforts." -- Joseph E. Levi, Esq.
Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at (212) 363-7500.
ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report.
Frequently Asked Questions About the FSK Lawsuit
Q: Who is eligible to join the FSK investor lawsuit? A: Investors who purchased FSK stock or securities between May 8, 2024 and February 25, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: How much did FSK stock drop? A: Shares fell approximately 15.24%, a decline of $2.03 per share, after the Company disclosed deepening non-accrual problems and slashed its dividend on February 25, 2026. An earlier corrective disclosure on August 6, 2025 caused an additional 8.20% decline.
Q: What specific misstatements does the FSK lawsuit allege? A: The complaint alleges FS KKR Capital made materially false or misleading statements regarding the effectiveness of its portfolio restructuring efforts, the accuracy of its investment valuations, and the sustainability of its quarterly distributions. When the true state was revealed, the stock price declined sharply.
Q: What do FSK investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my FSK shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds FS KKR Capital Corp. (“FS KKR Capital” or the “Company”) (NYSE: FSK) investors of the July 6, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The FS KKR Capital Class Action Lawsuit:
Do you, or did you, own shares of FS KKR Capital Corp. (NYSE: FSK)?Did you purchase your shares between May 8, 2024 and February 25, 2026, inclusive?Did you lose money in your investment in FS KKR Capital Corp.?
If you purchased or acquired FS KKR Capital securities, and/or would like to discuss your legal rights and options please visit FS KKR Capital Corp. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by July 6, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of FS KKR Capital between May 8, 2024 and February 25, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, FS KKR Capital securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
BENSALEM, Pa., June 10, 2026 (GLOBE NEWSWIRE) -- Law Offices of Howard G. Smith reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion.
Investors suffering losses on their investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in these class actions at (215) 638-4847 or by email to [email protected].
Regencell Bioscience Holdings Limited (NASDAQ: RGC)
Class Period: October 28, 2024 – October 31, 2025
Lead Plaintiff Deadline: June 23, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose that: (1) Regencell was vulnerable and/or subject to market manipulation; (2) the resulting volatility in the market for the Company’s ordinary shares exposed Regencell’s investors to significant financial risk; (3) all the foregoing subjected Regencell to a heightened risk of regulatory and/or governmental scrutiny and enforcement action, as well as significant legal, monetary, and reputational harm; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
SES AI Corporation (NYSE: SES)
Class Period: January 29, 2025 – March 4, 2026
Lead Plaintiff Deadline: June 26, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose that: (1) SES AI overstated its business prospects by materially overstating the expected results that could be achieved by deals with companies that have limited or no operations; (2) SES AI created an appearance of revenue by purchasing services in exchange for purchases of Molecular Universe; (3) Contrary to its positive statements regarding growth prospects, SES AI was affected by material logistics constraints in the fourth quarter of 2025 which would materially affect Q4 2025 revenues; (4) the foregoing called into question SES AI’s growth prospects for 2026, which were confirmed due to lower-than expected 2026 revenue guidance; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
FS KKR Capital Corp. (NYSE: FSK)
Class Period: May 8, 2024 – February 25, 2026
Lead Plaintiff Deadline: July 6, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose: (1) the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company’s portfolio valuation process; (3) the Company overstated the durability of its quarterly distribution strategy; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
Graphic Packaging Holding Company (NYSE: GPK)
Class Period: February 4, 2025 – February 2, 2026
Lead Plaintiff Deadline: July 6, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose that: (1) Graphic Packaging was experiencing, inter alia, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs; (2) Defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on the Company’s business and financial results; (3) Defendants likewise overstated the strength and sustainability of the Company’s business model and operations, as well as its ability to weather ongoing macroeconomic headwinds; (4) accordingly, the Company’s previously issued FY 2025 financial guidance was unreliable and/or unrealistic; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
To be a member of these class actions, you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. If you wish to learn more about these class actions, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Howard G. Smith, Esquire, of Law Offices of Howard G. Smith, 3070 Bristol Pike, Suite 112, Bensalem, Pennsylvania 19020, by telephone at (215) 638-4847 or by email to [email protected], or visit our website at www.howardsmithlaw.com.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contacts
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
888-638-4847 [email protected]
www.howardsmithlaw.com
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Kirby McInerney LLP reminds FS KKR Capital (“FS KKR” or the “Company”) (NYSE:FSK) investors of the July 6, 2026 deadline to seek the role of lead plaintiff in a pending federal securities class action. Courts do not consider applications filed after this deadline. The lead plaintiff oversees the litigation on behalf of the class and may influence key decisions, including litigation strategy and settlement. Courts regularly appoint individual investors as lead plaintiffs, not only institutions.
If you purchased or otherwise acquired FS KKR Capital securities, have information, or would like to learn more, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the form below, to discuss your rights or interests.
[CONTACT THE FIRM IF YOU SUFFERED A LOSS]
What Is The Lawsuit About?
The lawsuit has been filed on behalf of investors who purchased securities during the period of May 8, 2024 through February 25, 2026, inclusive (“the Class Period”). The lawsuit alleges that FS KKR Capital overstated (1) the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) the valuation of its portfolio investments and/or overstated the effectiveness of its portfolio valuation process; and (3) the durability of its quarterly distribution strategy.
On August 6, 2025, FS KKR Capital reported Q2 2025 earnings, revealing that its net asset value had declined to $21.93 per share, down $1.44 per share, or 6.2%, from the prior quarter, and the total fair value of investments fell $474 million. The Company also reported earnings (loss) per share of negative $0.75, down $1.18 per share, or 274%, from the prior quarter. On this news, the price of FS KKR Capital shares declined by $1.66 per share, or approximately 8%, from $20.24 per share on Augst 6, 2025 to close at $18.58 on August 7, 2025.
Then, on February 25, 2026, FS KKR Capital reported Q4 and full year 2025 earnings, revealing net asset value had continued to decline to $20.89 per share, down $1.10 per share, or 5%, from the prior quarter, and the total fair value of investments fell another $406 million. The Company reported earnings (loss) per share of negative $0.41, down $1.17 per share, or 154%, from the prior quarter. FS KKR Capital also “acknowledge[d] specific challenges” with additional companies in its portfolio and cut its dividend to $0.48 per share (previously $0.70). On this news, the price of FS KKR Capital shares declined by $2.03 per share, or approximately 15%, from $13.32 per share on February 25, 2026 to close at $11.29 on February 26, 2026.
[CLICK HERE TO LEARN MORE ABOUT THE CLASS ACTION]
What Should I Do?
If you purchased or otherwise acquired FS KKR Capital securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[WHAT IS A SECURITIES CLASS ACTION?]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
New York, New York--(Newsfile Corp. - June 10, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of FS KKR Capital Corp. (NYSE: FSK) between May 8, 2024 and February 25, 2026, inclusive (the "Class Period"), of the important July 6, 2026 lead plaintiff deadline.
SO WHAT: If you purchased FS KKR Capital securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the FS KKR Capital class action, go to https://rosenlegal.com/submit-form/?case_id=64089 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) FS KKR Capital overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) FS KKR Capital overstated the valuation of its portfolio investments and/or overstated the effectiveness of FS KKR Capital's portfolio valuation process; (3) FS KKR Capital overstated the durability of its quarterly distribution strategy; and (4) as a result of the foregoing, defendants' positive statements about FS KKR Capital's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the FS KKR Capital class action, go to https://rosenlegal.com/submit-form/?case_id=64089 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301037
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against FS KKR Capital Corp. ("FSK" or "the Company") (NYSE: FSK) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between May 8, 2024 and February 25, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. FSK misled investors about the effectiveness of its portfolio restructuring activities. The Company overvalued its portfolio and overstated its portfolio valuation process. The Company overstated the strength of its quarterly dividend program. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about FSK, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against FS KKR Capital Corp. ("FSK" or "the Company") (NYSE: FSK) violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of FSK during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: May 8, 2024 to February 25, 2026
DEADLINE: July 3, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. FSK overvalued its portfolio and misled the market about its portfolio valuation process. The Company downplayed weakness in its quarterly dividend program. Based on these facts, FSK's public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]
Deadline Alert: FSK Investors Who Lost Money Between May 2024 and February 2026 Have Until July 6, 2026 to Seek Lead Plaintiff Appointment in Securities Class Action Alleging $880 Million in Portfolio Losses Were Concealed
, /PRNewswire/ -- IMPORTANT DATE: July 6, 2026. Investors who purchased FS KKR Capital Corp. (NYSE: FSK) securities between May 8, 2024 and February 25, 2026 and wish to seek appointment as lead plaintiff must file a motion by this date. Start your claim now before the deadline. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
FSK shares fell $2.03 per share, or 15.24%, to close at $11.29 on February 26, 2026 after the Company revealed a dividend cut from $0.70 to $0.48, a NAV decline to $20.89, and non-accrual rates above the long-term BDC industry average. A prior corrective disclosure on August 6, 2025 had already sent shares down 8.20%. Combined fair value losses across both disclosures totaled approximately $880 million.
What Is a Lead Plaintiff?
Under the Private Securities Litigation Reform Act of 1995, any investor who purchased FSK securities during the Class Period and suffered losses may apply to serve as lead plaintiff. The court will appoint the applicant with the largest financial interest in the relief sought who is otherwise typical and adequate. In the FSK case, lead plaintiff applicants must demonstrate losses from purchases made between May 8, 2024 and February 25, 2026.
Lead Plaintiff Facts
The lead plaintiff selects the law firm that will represent the entire class and oversees the litigation strategy There is no minimum dollar loss required to apply; however, courts favor applicants with the largest documented losses Serving as lead plaintiff costs nothing out of pocket; attorneys' fees are paid only from any recovery obtained for the class Lead plaintiff applicants must file a motion with the United States District Court for the Eastern District of Pennsylvania by July 6, 2026 Investors who do not wish to serve as lead plaintiff are NOT required to take any action before the deadline to preserve their rights as absent class members A lead plaintiff application does not guarantee appointment; the court evaluates competing motions and selects the most adequate representative Post-Deadline Procedures
After the July 6, 2026 deadline passes, the court will review all motions and appoint a lead plaintiff, typically within 30 to 60 days. The appointed lead plaintiff and lead counsel then manage the case on behalf of the entire class. Absent class members retain the right to participate in any settlement or judgment without having filed a motion.
Absent Class Member Rights
Investors who do not apply for lead plaintiff status remain part of the class automatically. They do not need to take any action now. If the case results in a recovery, absent class members will receive notice and an opportunity to submit a claim. No fees are charged unless the case produces a recovery for the class.
"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests in the outcome. In the FSK case, the magnitude of alleged portfolio losses across multiple quarters underscores the importance of strong lead plaintiff representation." -- Joseph E. Levi, Esq.
Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
Q: What is the FSK lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is July 6, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact SueWallSt before July 6, 2026 to evaluate.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What documents do I need to make a claim? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What if I already sold my FSK shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
CONTACT:
SueWallSt
Joseph E. Levi, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against FS KKR Capital Corp. ("FSK KRR" or the "Company") (NYSE: FSK). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether FSK KRR and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have July 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired FSK KRR securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On August 6, 2025, the Company reported second quarter 2025 earnings, revealing that the Company's net asset value had declined to $21.93 per share, down $1.44, or 6.2% from the prior quarter, and the total fair value of investments fell $474 million, to $13,648 million. Moreover, the Company report earnings (loss) per share of negative $0.75, down $1.18 or 274.4% from the prior quarter, and a total net realized and unrealized loss per share of negative $1.36, down $1.12 or 466.7% from the prior quarter. Further, investments on non-accrual status rose to 3.0% and 5.3% of the total investment portfolio at fair value and amortized cost, respectively, compared to 2.1% and 3.5% in the prior quarter.
On this news, FS KKR's stock price fell $1.66 per share, or 8.2%, to close at $18.58 per share on August 7, 2025.
Then, on February 25, 2026, the Company announced fourth quarter and full year 2025 earnings, revealing net asset value had continued to decline to $20.89, down $1.10 or 5% from prior quarter, and the total fair value of investments fell another $406 million, to $13,009 million. Moreover, the Company reported earnings (loss) per share of negative $0.41, down $1.17 or 153.9% from the prior quarter, and a total net realized and unrealized loss per share of negative $0.89, down $1.08 or 568.421% from the prior quarter. Further, investments on non-accrual status again rose to 3.4% and 5.5% of the total investment portfolio at fair value and amortized cost, respectively, compared to 2.9% and 5.0% in the prior quarter. The Company also "acknowledge[d] specific challenges" with additional companies and cut its dividend to $0.48 per share (previously $0.70).
On this news, FS KKR's stock price fell $2.03 per share, or 15.24%, to close at $11.29 per share on February 26, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against FS KKR Capital Corp. (NYSE: FSK) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired FS KKR Capital securities between May 8, 2024 and February 25, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/FSK.
FS KKR Capital Case Details
The Complaint alleges that throughout the Class Period, Defendants failed to disclose to investors that:
the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies;
the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company’s portfolio valuation process;
the Company overstated the durability of its quarterly distribution strategy; and
that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. What's Next for FS KKR Capital Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/FSK. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in FS KKR Capital you have until July 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to FS KKR Capital Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for FS KKR Capital Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
